Lineweaver Wealth Advisors, LLC

SEC CIK: 0001797873
Latest filing: Jul 9, 2026

SEC filings (opens in a new tab)

BAC holding history

Bank of America Corp in every 13F filed by Lineweaver Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BAC overview All 13F holders of BAC Full Q2 2026 holdings

Shares (Q2 2026): 61,243
Value: $3.49M
% of portfolio: 0.4%
Quarters held: 22; Since Q1 2021

Holdings of BAC by Lineweaver Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	61,243	$3.49M	0.4%	+2,102+3.6%	Added	Holders
Q1 2026	59,141	$2.88M	0.4%	+1,100+1.9%	Added	Holders
Q4 2025	58,041	$3.19M	0.4%	+3,057+5.6%	Added	Holders
Q3 2025	54,984	$2.84M	0.4%	+77+0.1%	Added	Holders
Q2 2025	54,907	$2.60M	0.4%	+4,700+9.4%	Added	Holders
Q1 2025	50,207	$2.10M	0.4%	+6,392+14.6%	Added	Holders
Q4 2024	43,815	$1.93M	0.4%	−1,616−3.6%	Reduced	Holders
Q3 2024	45,431	$1.80M	0.3%	+1,316+3.0%	Added	Holders
Q2 2024	44,115	$1.75M	0.4%	+262+0.6%	Added	Holders
Q1 2024	43,853	$1.66M	0.4%	+2,727+6.6%	Added	Holders
Q4 2023	41,126	$1.38M	0.4%	+7,761+23.3%	Added	Holders
Q3 2023	33,365	$913.5K	0.3%	+17,065+104.7%	Added	Holders
Q2 2023	16,300	$467.6K	0.1%	−176−1.1%	Reduced	Holders
Q1 2023	16,476	$471.2K	0.1%	+1,216+8.0%	Added	Holders
Q4 2022	15,260	$505.4K	0.2%	−274−1.8%	Reduced	Holders
Q3 2022	15,534	$469.0K	0.2%	+343+2.3%	Added	Holders
Q2 2022	15,191	$472.0K	0.2%	+202+1.3%	Added	Holders
Q1 2022	14,989	$617.0K	0.2%	−3,049−16.9%	Reduced	Holders
Q4 2021	18,038	$802.0K	0.2%	−1,483−7.6%	Reduced	Holders
Q3 2021	19,521	$828.0K	0.3%	+1,039+5.6%	Added	Holders
Q2 2021	18,482	$762.0K	0.2%	+1,071+6.2%	Added	Holders
Q1 2021	17,411	$673.0K	0.2%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.